Paulo
Level 1
03-15-2021
12:52 PM
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RSU reporting: Taxpayer received 1099-B (Apple), Non-Covered Long Term Gain with no cost or basis reported. TP also received a Supplemental info on stock plan transactions that reported ordinary income that had been previously reported on W-2 and taxed thus providing basis. Can I use the basis reported on the supplemental statement as the adjusted basis or do I need to report all the grant date and holding period information as found on the 1099-B, Part III worksheet-Employee Stock TX Worksheet, Part VI (vesting dates etc.)?
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